+52.6%
IQV vs FLNC
-42.9%
+95.5%
-12.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.5% | -0.7% | +1.8% |
| 7D | -2.2% | -4.1% | +1.8% | -2.3% |
| 30D | +8.3% | -24.8% | +33.1% | +7.8% |
| 3M | +44.6% | -59.1% | +103.7% | +44.8% |
| 6M | +52.6% | -42.0% | +94.5% | +47.2% |
| All | +52.6% | -42.9% | +95.5% | +47.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FLNC.
Daily Out/Under-Performance
Portfolio return minus FLNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLNC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 6mo: compounded portfolio wealth divided by compounded FLNC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
6mo analysis · Full analysis span regression · 6 months rolling